Agenda Health

What Agenda Health does

Agenda Health is a privately held, healthcare-focused M&A advisory firm founded in 2008 by Al Veach and headquartered in Austin, Texas (legally registered as Agenda Business Services, LLC). The firm specializes exclusively in sell-side M&A advisory for owners of healthcare services businesses, running a five-step process covering consultation, valuation, competitive market process, due diligence management, and closing support. Agenda Health serves a diversified base of sellers across nine healthcare verticals: behavioral health, home health, hospice, medical aesthetics, clinical research sites, hormone replacement therapy, infusion services, oral health, and revenue cycle management. Since 2020 the firm reports facilitating more than 100 healthcare business transactions totaling over $850M in aggregate deal value, with active PE-backed buyer relationships across multiple consolidators.

The firm operates a services-only model with no proprietary technology platform; its core offering is human-led advisory augmented by a pre-qualified network of healthcare buyers, CRM-managed deal pipelines, and secure data rooms via OneHub. Supporting products include sector-specific advisory modules for each vertical, valuation and EBITDA analysis, market process management, due diligence coordination, and buyer qualification services. Go-to-market is sales-led and direct, with initial complimentary consultations, complemented by content marketing through the Insights & Resources blog and the ABA Business Leaders Podcast, referral networks of attorneys and CPAs, conference presence, and earned media in healthcare trade publications. Revenue is transaction-based, earned upon successful deal closure through percentage-of-enterprise-value advisory fees consistent with mid-market healthcare M&A norms.

The firm is led by Founder & CEO Al Veach and Partner Alex Veach (Al's son), with a team of approximately 11-50 professionals including Senior Directors, M&A Advisors, a Managing Director of Oral Health, a Senior Buyer Advisor, transactions analysts and associates, and administrative specialists. Agenda Health differentiates through a faith-based, Christ-centered positioning that emphasizes mission preservation and cultural alignment, targeting owner-operators (particularly in hospice, behavioral health, and faith-affiliated nonprofits) who prioritize legacy over pure price maximization. The firm has no disclosed institutional investors, parent company, or external funding.

Name

Agenda Health

Legal name

Agenda Business Services, LLC

Website

https://agendahealth.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

11–50 employees

Short description

Agenda Health is a privately held, Austin-based M&A advisory firm founded in 2008 that exclusively sells healthcare services businesses across nine verticals (behavioral health, hospice, home health, oral health, HRT, infusion, medical aesthetics, clinical research sites, RCM), having facilitated 100+ transactions exceeding $850M since 2020.

Ownership category

akta.pro rank

Headquarters

HQ city

Austin

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. M&A Advisory Services: Professional services revenue from advising healthcare business owners on mergers and acquisitions. Revenue is transaction-based, earned upon successful deal completion through their sell-side advisory services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Agenda Health is a sell-side M&A advisory firm that guides healthcare business owners through the full lifecycle of selling their healthcare services businesses. The firm runs a confidential, competitive market process covering valuation, buyer qualification and outreach, due diligence management, and purchase agreement facilitation across nine healthcare verticals. Revenue is earned on a transaction-success basis.

Product overview

Agenda Health operates as a unified M&A advisory platform offering sell-side transaction services to healthcare business owners. The core offering is Healthcare M&A Advisory Services, which encompasses valuation, market process management, due diligence coordination, and purchase agreement facilitation. This is enhanced by nine sector-specific advisory modules covering Behavioral Health, Home Health, Hospice, Medical Aesthetics, Revenue Cycle Management, Clinical Research Sites, Hormone Replacement Therapy, Infusion Services, and Oral Health. Supporting the advisory services are functional modules for Buyer Qualification (including secure data room access via OneHub), Market Process Management, and Due Diligence Management. The company also produces the ABA Business Leaders Podcast and publishes Healthcare M&A Educational Content through its Insights & Resources section. The overall architecture is a services-first model where all offerings are advisory in nature, focused exclusively on healthcare M&A transactions rather than technology products.

Differentiator

Problem solved

Functional benefit

Products and services

• Healthcare M&A Advisory Services

Quantifiable outcome

• $850M+ in successful M&A transaction value
• +2 more outcomes

Named customers9 records

Segments8 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Levin Associates / LevinPro HCminorStrategic or Co-development Partner · 1 January 2025Agenda Health professionals contribute thought leadership content to Levin Associates publications including deal announcements and market analysis. LevinPro HC provides M&A transaction data that Agenda uses to demonstrate market expertise.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Deloitte Corporate Finance (Healthcare): Deloitte's Corporate Finance practice has a substantial healthcare services M&A advisory business serving larger healthcare transactions. Overlaps with Agenda Health on mid-to-large healthcare deals while offering broader advisory capabilities including consulting and tax advisory.
• KPMG Corporate Finance (Healthcare): KPMG's Corporate Finance practice has a dedicated healthcare M&A advisory group serving mid and large market healthcare transactions. Overlaps with Agenda Health on healthcare M&A advisory while offering broader professional services capabilities.

Direct peers

• Edgemont Partners: Edgemont Partners is a healthcare-focused M&A advisory firm providing sell-side advisory and capital raising services to healthcare services and technology businesses. Directly competitive with Agenda Health in mid-market healthcare M&A advisory, with overlapping sector coverage across healthcare services.
• PMCF (P&M Corporate Finance): PMCF is a middle market investment bank with significant healthcare services practice, providing M&A advisory to healthcare companies. Directly competes with Agenda Health in mid-market healthcare M&A transactions across services and technology.
• Bank Street Group: Bank Street Group is a middle market M&A advisory firm with a healthcare services practice. Directly competes with Agenda Health in mid-market healthcare sell-side advisory engagements and capital raising.
• Cain Brothers (a division of KeyBanc Capital Markets): Cain Brothers is the leading healthcare-dedicated M&A advisory boutique, providing sell-side advisory, capital raising, and strategic consulting to healthcare services companies. Directly competitive with Agenda Health in healthcare services M&A advisory, with overlapping vertical focus and similar lower middle market transaction profile.
• MHT Partners: MHT Partners is an investment bank focused on healthcare services and technology, providing M&A advisory and capital raising. Directly competitive with Agenda Health in mid-market healthcare services sell-side advisory and capital raising.
• Provident Healthcare Partners: Provident Healthcare Partners is a specialized M&A advisory firm dedicated exclusively to healthcare services companies, including behavioral health, home health, hospice, and other healthcare services verticals. Directly competes with Agenda Health in lower middle market healthcare M&A advisory, sharing similar sector specialization and target transaction size.
• Brown Gibbons Lang & Company (BGL): Brown Gibbons Lang & Company is a middle market investment bank with healthcare services M&A advisory practice. Directly competes with Agenda Health in mid-market healthcare services sell-side advisory, capital raising, and financial restructuring.
• Ziegler: Ziegler is an investment bank specializing in healthcare, senior living, education, and faith-based sectors. Competes with Agenda Health in healthcare services M&A advisory, with overlapping vertical coverage in behavioral health, home health, hospice, and senior care.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/agenda-business-services
• Facebookfacebook.com/agendahealth

Revenue estimate

Valuation estimate

Number of profiles

Profiles16 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Agenda Health